01509 610472
advice@chestertonhouse.co.uk
portal
portal

Joe Fawcett

Financial Planner

About Joe

Joe began his career in Financial Planning a little over six years ago, having started as a trainee paraplanner at a local boutique practice, and has progressed through various technical roles and into his current role.

Joe joined Chesterton House in 2022 and now works alongside the senior planners in working with complex and high net worth individuals, trusts and business clients.

Qualifications

Certificate in Securities Advice and Dealing
This certificate satisfies the FCA appropriate qualification requirement for those advising or dealing in securities, developing in-depth knowledge of investment and securities products, the UK taxation system and considerations for appropriate investment recommendations.
Diploma in Financial Planning
This level 4 diploma meets the FCA’s qualification requirements for retail investment advisers, demonstrating core technical knowledge and financial planning capabilities across six core areas.
Certificate in Discretionary Investment Management
The RQF Level 4 Certificate in Discretionary Investment Management develops the wealth strategy and portfolio management skills required for effective discretionary investment management. The qualification satisfies the FCA appropriate qualification requirements for this class of business.

Specialises in

Financial planning
Retirement planning
Tax planning
Complex affairs

Spotlight questions

When I'm not working, you'll find me…

Enjoying some “relaxing” time with my young daughter, Ada, or in some part of the UK or Europe racing in a marathon and half-marathon.

My favourite place in the world is…

That would have to be either Florence or San Gimignano in the Tuscan hills.

My favourite song to play in the car (or anywhere) is...

I have what can only be described as a varied taste in music, but I would have to say ‘This Is The One’ by The Stone Roses.

We’re here to help you

Build a personalised Financial Road Map®
with our team of experienced financial planners.
Chesterton House | Andy Jervis

About Andy

Andy Jervis

Chairman and Certified Financial Planner™
Chesterton House | Jon Potter

About Jon

Jon Potter

Compliance Director
Chesterton House | Rachel Kitching Burrows

About Rachel

Rachel Kitching Burrows

Managing Director
Chesterton House | Dawn Hubbard

About Dawn

Dawn Hubbard

HR Director
Chesterton House | Richard Urwin

About Richard

Richard Urwin

Director
Chesterton House | Sue Sams

About Sue

Sue Sams

Senior Financial Planner
Chesterton House | Callum Donoghue

About Callum

Callum Donoghue

Financial Planner
Chesterton House | Jordan Wong

About Jordan

Jordan Wong

Financial Planning Manager and Chartered Financial Planner
Chesterton House | Lisa Leeland

About Lisa

Lisa Leeland

Senior Chartered Financial Planner
Chesterton House | Sam Harrington

About Sam

Sam Harrington

Financial Planner
Chesterton House | David Wright

About David

David Wright

Financial Planning Director
Chesterton House | Kaushika Chauhan

About Kaushika

Kaushika Chauhan

Financial Planner

Contact us

We are always here to help and answer any questions you might have about our services. Get in touch with our friendly team today.

    Phone
    01509 610472
    Visit us

    2-3 Rectory Place, Loughborough, LE11 1UW